|Name||Lisa Gavranich, CFP®|
|Company||CHERRY TREE FINANCIAL PLANNING|
|Address||232 South Terrace
Fremantle, WA 6160
Lisa is a Certified Financial Planner and has worked in the financial planning industry for over 20 years. Over that time, Lisa has had exposure to a wide range of areas including finance, accounting and corporate superannuation. This translates into a wealth of experience in dealing with a range of financial planning issues.
In the past, Lisa has worked as a part-time Financial Planning Lecturer at Curtin University, has been a regular speaker at Centrelink Seminars and on ABC Radio.
Lisa Gavranich is a Sub-Authorised Representative of Cherry Tree Financial Planning Pty Ltd, Corporate Authorised Representative No. 422408. Authorised Representative No. 231722.
Lisa Gavranich holds a Bachelor of Business (Economics) and a Diploma of Financial Planning and meets the competency requirements under ASIC’s Regulatory Guide RG 146.
Lisa Gavranich is a member of the Financial Planning Association (FPA) and abides by their code of professional conduct and ethics.
Lisa is authorised to provide advice and deal in the following financial products:
Life Products including Investment Life Insurance Products & Life Risk Insurance Products;
Interests in Managed Investment Schemes including Investor Directed Portfolio Services;
Deposit & Payment Products;
Retirement Savings Accounts (“RSA”) products;
Debentures, Stocks or Bonds issued or proposed to be issued by a Government;
Self Managed Superannuation Funds; Securities; and
Standard Margin Lending Facility.